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Content provided by Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Macro Mayhem!

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Manage episode 432018699 series 3338244
Content provided by Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Alf and Brent reflect on the massive bond market rally and the explosive move in the Japanese Yen - what’s next for macro?

To contact Alf: send him an email at info@palinurocapital.com or contact him on Bloomberg (Alfonso Peccatiello)

To contact Brent: ping him on Bloomberg (Brent Donnelly) or go on http://www.spectramarkets.com/

Brent’s piece on positioning: https://50in50.substack.com/p/trade-11-sentiment-and-positioning

Transcript: https://www.spectramarkets.com/the-macro-trading-floor-transcript-02-august-2024/

  continue reading

85 episodes

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Macro Mayhem!

The Macro Trading Floor

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Manage episode 432018699 series 3338244
Content provided by Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Alf and Brent reflect on the massive bond market rally and the explosive move in the Japanese Yen - what’s next for macro?

To contact Alf: send him an email at info@palinurocapital.com or contact him on Bloomberg (Alfonso Peccatiello)

To contact Brent: ping him on Bloomberg (Brent Donnelly) or go on http://www.spectramarkets.com/

Brent’s piece on positioning: https://50in50.substack.com/p/trade-11-sentiment-and-positioning

Transcript: https://www.spectramarkets.com/the-macro-trading-floor-transcript-02-august-2024/

  continue reading

85 episodes

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